Thank you for contacting us here in the Support Forum and for your continued trust in my services.
Let me see if I got it straight and provide possible approaches.
1. Client/User requests project/quote -
- user goes to page and sees 3 questions
-- design brief - multi-line field
-- upload image
-- email
==> This is a CRED form.
The Form creates new Posts of type "Project"
The Fields are assigned to that Post Type.
The CRED form holds those fields.
You can use Conditionals to show this fields only to certain user Roles, users, or logged status.
Additionally you can control the Form visibility with Access.
https://toolset.com/documentation/user-guides/create-a-custom-post-type/
https://toolset.com/documentation/user-guides/using-custom-fields/
https://toolset.com/documentation/user-guides/access-control-for-cred-forms/
https://toolset.com/documentation/user-guides/creating-cred-forms/
2. The Email is sent to "Printer"
==> Ideally you have the Form on a Post/Page that is authored by that Printer.
Send the Email to a receiver specified in a Custom Field (can be a hidden one)
Update that hidden Custom Field with a CRED API code where you get the author of the $form_data['container_id'].
https://toolset.com/documentation/user-guides/cred-api/#csd
https://toolset.com/documentation/user-guides/cred-user-forms-email-notifications/
3. This info is displayed via views on new custom project post page
The View will query Projects.
Eventually you want to display Project sort as per "Printer" it belongs to.
For this you would need a Parent / Child relationship between Printer and Project Post Types, that requires you to have a Post Type "Printer" where you store the Printers data.
https://toolset.com/documentation/user-guides/creating-post-type-relationships/
4. Printer goes to page and can see custom fields for min price and max price and fills in quote info and can upload image example and submits form again
This is another Form, or a Edit Form of the submitted Project, where the Fields are shown according the User Role, User meta or user login status.
Same process as in 1-3
5. Conditional fields are displayed for client/user that gives radio button options for approve or reject or revise quote.
You could use CRED conditionals here:
https://toolset.com/documentation/user-guides/cred-conditional-display-engine/
Additionally you will need WooCommerce and CRED Commerce to charge payment with a Form.
This is a large scale project and not to do in one single approach.
It will need some Custom Code here and there, with which I can help, and you will need multiple CRED forms, and advanced conditional display.
Let us try to split this project in many sub-projects.
We need as first a clean structure of Printer/Client.
We need to know how those relate to each other and if you need Projects to "belong" to a certain Printer.
In this case you probably will need a Custom Post Type for "Printer", not only a WordPress user.
Please begin with setting up a Test Site where you have a Project Post Type with all fields needed.
Set up the relevant CRED Forms, and determine whether the Client is a logged user or not-
Also it's needed to know if the Printer is a logged user or not.
We can then proceed with the Logic.
Thank you
